About Wells Fargo Advisors

A heritage of client service

Wells Fargo Advisors is one of the nation’s premier financial services firms. Represented by approximately 15,000 Financial Advisors in 5,000 U.S. locations, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.* Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.

Areas of distinction

  • Unique structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
  • Dedicated to Financial Advisors and their relationships with clients
  • Unprecedented choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Products and services

  • Advisory services
  • Asset management
  • Brokerage services
  •  Estate planning strategies
  • Retirement planning
  • Portfolio analysis and monitoring

*All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of June 30, 2016.

Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC Members SIPC, separate registered non-bank affiliates of Wells Fargo & Company:

www.wellsfargoadvisors.com